Real Estate Sector - Cirrus Shield

Associations

With often limited resources, an association must be efficient in order to achieve its objectives. Cirrus Shield’s CRM for Associations offers a “turnkey” solution to meet their most common needs. Cirrus Shield CRM for Association allows for rapid set-up and adoption to take full advantage of the benefits of a CRM and get things done, right away..

Online Recruiting

With the WordPress extension, you can set up contact forms directly connected to Cirrus Shield on your website. You no longer need to re-enter the information and you are informed by email as soon as a new contact request is made.

Online Recruiting

With the WordPress extension, you can set up contact forms directly connected to Cirrus Shield on your website. You no longer need to re-enter the information and you are informed by email as soon as a new contact request is made.

360° Vision

On a contact’s file, you have all the associated information: contact information, communication history, follow-up of tasks and appointments, member status, payments made, events in which they have participated, etc The IMAP connector allows you to display all email exchanges with the contact on the contact card.

360° Vision

On a contact’s file, you have all the associated information: contact information, communication history, follow-up of tasks and appointments, member status, payments made, events in which they have participated, etc The IMAP connector allows you to display all email exchanges with the contact on the contact card.

Billing and online payment

Receipts and invoices are generated in one click with the document generation functionality. The invoice templates are customizable and allow you to produce documents adapted to your needs. When an invoice is created in Cirrus Shield, an online payment link is automatically generated, a link that can be sent to your contact and which will allow them to pay online by a multitude of means: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.). As soon as payment is made, your invoice status in Cirrus Shield is automatically updated. Payments are therefore monitored in real time.

Billing and online payment

Receipts and invoices are generated in one click with the document generation functionality. The invoice templates are customizable and allow you to produce documents adapted to your needs. When an invoice is created in Cirrus Shield, an online payment link is automatically generated, a link that can be sent to your contact and which will allow them to pay online by a multitude of means: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.). As soon as payment is made, your invoice status in Cirrus Shield is automatically updated. Payments are therefore monitored in real time.

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Centralized management of your contacts

Whether they are members, supporters, partners or donors, you can manage the different types of contacts in a centralized database that’s shared by everyone.

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Online enrollment and contribution tracking

Membership forms are completed directly online and entered in your CRM. The membership process can be managed directly in Cirrus Shield where you can attach all the documents in a file in order to have all the associated elements.

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Generation of documents

You can generate any type of document (certificates, etc.) using the document templates feature of Cirrus Shield.

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Centralized management of your contacts

Whether they are members, supporters, partners or donors, you can manage the different types of contacts in a centralized database that’s shared by everyone.



Online enrollment and contribution tracking

Membership forms are completed directly online and entered in your CRM. The membership process can be managed directly in Cirrus Shield where you can attach all the documents in a file in order to have all the associated elements.

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Generation of documents

You can generate any type of document (certificates, etc.) using the document templates feature of Cirrus Shield.

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Emailing and communication

Thanks to the native connector with the emailing tool Sendinblue (and Mailchimp), you carry out your communication operations as well as your emailings with a few clicks. Segment your targets based on their interests, and send appropriate messages to broadcast your actions and initiatives. Bounces, unsubscribes, opens and clicks automatically update in the contact file.

Emailing and communication

Thanks to the native connector with the emailing tool Sendinblue (and Mailchimp), you carry out your communication operations as well as your emailings with a few clicks. Segment your targets based on their interests, and send appropriate messages to broadcast your actions and initiatives. Bounces, unsubscribes, opens and clicks automatically update in the contact file.

Event management

You can manage the entire cycle of an event using Cirrus Shield. Define your market in Cirrus Shield in order to transmit your targets to Sendinblue (or Mailchimp) for the launch of your emailing campaign. The subscription link inserted in the email refers to a registration form on your website. This WordPress form is connected to your CRM and enhances it automatically. A confirmation email is sent to the contact that signs up. On D-day, the contact that presents themself is recognized in the CRM and his passage trace is noted. The reporting wizard allows you to create summary reports on your events’ success.

Event management

You can manage the entire cycle of an event using Cirrus Shield. Define your market in Cirrus Shield in order to transmit your targets to Sendinblue (or Mailchimp) for the launch of your emailing campaign. The subscription link inserted in the email refers to a registration form on your website. This WordPress form is connected to your CRM and enhances it automatically. A confirmation email is sent to the contact that signs up. On D-day, the contact that presents themself is recognized in the CRM and his passage trace is noted. The reporting wizard allows you to create summary reports on your events’ success.

Monitoring your association’s key indicators

Customizable reports and dashboards allow you to monitor all of your association’s key success indicators. You can measure the generated income, your events’ success rate, the commitment of your members… These reports and dashboards allow you to take the right action at the right time.

Monitoring your association’s key indicators

Customizable reports and dashboards allow you to monitor all of your association’s key success indicators. You can measure the generated income, your events’ success rate, the commitment of your members… These reports and dashboards allow you to take the right action at the right time.